PMS News
One of India’s top PMS funds stakes its revival on manufacturing and energy transition
Sunil Rohokale, co-founder, CEO & managing director of ASK Asset & Wealth Management Group, said its portfolios underperformed in recent years as the market was chasing sectors and companies that did not fit its investment approach.
5 min read12 Mar 2025SIFs, a new asset class, allows investors to enhance returns, diversify risks, have greater clarity of financial goals
A little crystal-ball gazing on potential products that can be developed with specialised investment funds and what they can do for your portfolio.
4 min read10 Mar 2025Specialized Investment Funds: The next investment frontier for an affluent India
While SIFs introduce more flexibility at the fund management level, their governance, compliance, and administrative requirements align with global regulatory gold standards.
2 min read27 Dec 2024From Amitabh Bachchan’s family office to traders, investors have a new mantra: strike before an IPO gets hot
Family offices, institutions, and portfolio managers are zeroing in on opportunities in the pre-IPO space to capitalise on the potential before a company lists on the bourses.
3 min read31 Aug 2024Should PMS investors switch to focused funds after new tax changes?
If your PMS returns start to lag on a post-tax basis after the changes announced in the budget, you can look for alternatives in mutual funds
3 min read20 Aug 2024Your Questions Answered: What is better: PMS or AIF for tax efficient returns?
PMS and AIF both offer higher returns and tax efficiency. Taxation depends on the category of AIF.
1 min read29 Aug 20235 points to remember while investing in PMS
PMS is a customised investment solution for high-net-worth individuals, managed by professionals. It offers potential for higher returns but comes with higher risk.
2 min read17 Jul 2023Your Questions Answered: What are portfolio management services and how are they different from mutual funds?
Portfolio Management Services are tailored investment services offering professional portfolio management with the goal of providing consistent long-term performance while keeping risk in check, for a fee.
5 min read21 Apr 2023Investing in PMS calls for much more than the minimum threshold sum of Rs 50 lakh. Details here
PMS is a high-risk and high-return-potential product, which is not suitable for everyone and should only be considered when you have a large portfolio of at least Rs 2-2.5 crore worth of equities.
3 min read8 Apr 2023Your Questions Answered: From your own health policy separate from your office to your daughter’s education fund
We answers some of your most pressing personal finance questions. It is time to make the most of your money!
12 min read21 May 2022Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared